Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: How to manage a financial windfall

2.   Our quote this week is from Johnny Depp on paying for privacy  

3.   Given Trump's obsession with tariffs, and the markets recent plunge, do you think the market will recover? How long will it take?

4.   I’m 67 years old and want to buy my dream home in a new development just outside of Jerusalem. Should I spend about 40% of my liquid net worth to do so?

5.   I’m 65 and inherited $650,000. My question is if I’m too old to invest in the stock market?

6.   What are your thoughts/forecast on commercial real estate as an asset class?

7.   Where does sports betting fit into my investment strategy?

8.   Timely & Actionable Idea: The folly over fighting over an inheritance

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Timeless Financial Wisdom From Mishlei (Proverbs)

2.   Our quote this week is from Peter Lynch on anticipating market corrections.

3.   Does spending money to go away for Pesach offer a good Return On Investment (ROI)?

4.   Instead of using an Israel based ETF, should I buy the top ten holdings in that market?

5.   My parents are gifting money to every member of my family. How should we allocate these funds most prudently?

6.   Is it tacky to suggest my kid’s friend’s parents make contribution to my child’s 529 account instead of giving presents?

7.   Are there any morning routines or life hacks that you notice from your most successful clients that you can share that may be helpful to people early in their career?

8.   Timely & Actionable Idea: The folly of not understanding the true limitations of money.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Overcoming Antisemitism By Investing In Your Jewishness

2.   Our quote this week is from Charlie Munger on avoiding big mistakes.

3.   The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?

4.   Is moving to Israel a smart financial decision?

5.   What type of retirement account should I set up for my business?

6.   Aren’t you embarrassed that you consistently give wrong advice?

7.   Is Social Security taxed in Israel?

8.   Timely & Actionable Idea: Getting the goal posts to stop moving.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Martin M. Shenkman of Shenkman Law, who will discuss a the “One Big Beautiful Bill Act: Overview & Planning Ideas.”

By way of background, the Big Beautiful Bill, or The One, Big, Beautiful Bill, or OBBBA was passed on July 3 and President Trump signed the bill into law on July 4th. The House and Senate each passed the BBB by razor thin margins with most votes on party lines. The bill is massive in terms of spending, tax changes and more. Some of the changes, with a particular focus on estate planning, will be reviewed below. The focus will be on what some of the Big Beautiful Bill changes mean to your estate plan.

In very general terms the Big Beautiful Bill extends many of the expiring provisions from the 2017 Trump tax cuts contained in the Tax Cuts and Jobs Act. It enacts several Trump campaign promises and tax priorities (e.g., “no” taxes on certain tips and overtime pay). The Big Beautiful Bill ends many clean energy tax incentives. This episode will cover a variety of ways this bill impacts your financial and estate plan.

***UPCOMING LIVE WEBINAR: on Thursday, September 4th @ 8:30am (New York time). If you are not currently on my webinar distribution list and would like to be notified of my upcoming live webinars, feel free to e-mail me with the word “webinar” in the subject line OR go to www.parkbridgewealth.com/webinars to be added to my webinar distribution list.***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy

1.   Our quote this week is from Bejamin Graham on an investor’s chief problem

2.   Trump’s tariffs have caused the market to go into a freefall after Liberation Day. While the market has bounced back, I’m wondering given all the tariff related news headlines, should I be nervous? Will this impact my wallet? If so, how badly?

3.   Every Purim my wife and I have a debate whether to spend the typical $5,000 - $7,000 on costumes, shalach manot, and a large seudah or if we should tone it down this year. Any thoughts on this?

4.   Would you recommend an S&P 500 fund or a target date fund?

5.   I received a $100,000 bonus. Where does it make sense to invest it right now in the current economic environment?

6.   I have a pretty large stock position and want to get out of it, but the tax consequences will be massive. Any suggestions?

7.   Timely & Actionable Idea: Understanding that the investment landscape has become democratized.

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Why buying a home is a bad investment, but usually good financial decision

2.   Our quote this week is from Howard Marks on how to effectively make money in the markets.

3.   Is leasing a car for $1,800 a dumb decision?

4.   Is a Patek Philippe a good investment since it doesn’t lose value…you just hold on to it for the next generation?

5.   With rates where they are, should I wait to buy a house until mortgage rates eventually drop?

6.   I have a triple net lease tenant property which provides me with about 50% of my retirement income. It seems secure, but I'd like to get your perspective on the risks.

7.   Since you’re the bukki on road trips, what would you suggest I do this summer: Utah or Canadian Rockies?

8.   Timely & Actionable Idea: The mistake many families make of not teaching their children about money

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: A summer financial checklist

2.   Our quote this week is from Randy Pausch on how to gain great experience

3.   My advisor told me his goal is not to outpace the Nasdaq performance. My question is if he can’t offer the best returns what’s the point of having a financial advisor in the first place?

4.   Do UTMA accounts grow tax free like 529 accounts?

5.   If the 10-year got up to 5% and you wanted to allocate some of your bonds there. Wouldn’t you be better off buying the bonds straight up as opposed to an ETF or mutual fund?

6.   My wife and I are just getting by and can’t understand why. We are both professionals but beyond sending our six kids to yeshiva, and owning our home (we live in the NYC city area), we go on one trip to Miami once a year (to stay at our in-laws apartment). We quite literally don't have any more wiggle room. What are we doing wrong?

7.   I was offered the opportunity to invest in a restaurant. I would get 10% off whenever I eat there and I like their food. Should I do it?

8.   Timely & Actionable Idea: Not getting caught up in relative performance.

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.                     

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, I discuss “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?”

By way of background, impact investing, or investments in companies, with the intention to generate a beneficial social or environmental impact alongside a financial return, has been all the rage over the past decade. However, over the past few years, many investors have raised questions about this strategy, the methodology used, and whether it best reflects their intentions. I will share how investors can effectively express their values through their portfolios without the conflict of interests present in many of the products available on the market today.

***UPCOMING LIVE WEBINAR: COMING SOON! TO GET NOTIFIED OF MY UPCOMING LIVE EVENTS REGISTER AT https://www.parkbridgewealth.com/webinars ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Starting to invest at age 40

2.   This week’s quote is from Winston Churchill on failure

3.   Did I make a mistake by investing in the “uncorrelated strategies” my new advisor was pitching to me back in 2022?

4.   My financial advisor is recommending an investment that I don’t understand, but has had unbelievable returns. It would only be for about 5% of my portfolio. Should I move forward with this?

5.   How does climate change impact the way you structure portfolios?

6.   I recently met a crypto coach that a few of my friends work with. They said they have made money. Would you recommend working with this professional?

7.   Timely & Actionable Idea: The dangers of being too focused on tax planning…

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Angelika J. Herburger and Russell S. Ephraim, of CBIZ Advisors LLC based in New York City. Angelika and Russell will be discussing “Understanding Pass-Through Entity Taxation.”

By way of background, circumventing the individual state and local tax cap with pass-through entity taxes has been a topic of discussion for several years and remains a key issue currently being debated in Congress. This program will explore the unique tax considerations and implications of pass-through entity taxation, offering clear insights into this complex and often confusing topic.

***UPCOMING LIVE WEBINAR: on Tuesday, June 17th @ 8:30am (New York time) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management where I will be speaking on “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?” Register here: https://us02web.zoom.us/webinar/register/WN_eTWTHiGxS4WiZjy8Qbs1iw  ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.